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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1031 | 1128 | 1356 | 1860 | 2691 |
Fund Return | 6.85% | 3.09% | 12.78% | 10.7% | 13.22% | 10.4% |
Place in category | 158 | 305 | 345 | 128 | 76 | 24 |
% in Category | 17 | 41 | 44 | 22 | 12 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.9B | 6.85 | 10.70 | 10.40 | ||
US Stock Fund A GBP | 3.32B | 6.09 | 11.86 | 13.21 | ||
US Stock Fund GBP Inc | 3.32B | 6.10 | 11.87 | 13.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.9B | 6.85 | 10.70 | 10.40 | ||
Specialist Value UK Equity I Acc | 1.03B | 7.52 | 6.00 | 5.77 | ||
Specialist Value UK Equity X Acc | 1.03B | 8.20 | 6.71 | 6.55 | ||
Global Income Fund A GBP Inc | 670.11M | 7.07 | 5.85 | 8.62 | ||
Global Income Fund U2 GBP Acc | 670.11M | 5.47 | 6.39 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.20 | 80.75 | +0.99% | |
Alphabet C | US02079K1079 | 2.94 | 172.79 | +1.68% | |
Sanofi | FR0000120578 | 2.72 | 103.72 | -0.15% | |
Charter Communications | US16119P1084 | 2.62 | 375.01 | +2.04% | |
GSK plc | GB00BN7SWP63 | 2.54 | 1,486.00 | +0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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